Of Money Management

With 78% of retail customers interested in receiving investment advice from their bank, it has never been more important to offer leading money management propositions.

This report explores how banks can unlock new revenue streams and fight off challengers to win in the digital world.

Download the report now!

So you need to find a way to unlock a new revenue stream?

Launching new propositions can feel very overwhelming, after all where do you start, how do you stay on track and how do you make sure what you are building is actually right for your customers?

We've put together a three-part report with this in mind, so you can give your customers the financial tools and services they need, without the headache.

Key Ideas
  • There are four customer sub-segments that may currently be underserved by banks
  • How can banks address these sub-segments and what other considerations should they take when launching new propositions?

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